FinchTech : Performance And Portfolios

Five Year Track Record

Our Mainstream and Ethical FinchTech investment portfolios will adopt the same investment strategy as the existing TAM Focus and TAM Ethical offerings with the same corresponding equity/non-equity weightings. The below ﬁgures are taken from those existing portfolios to show how they have performed in the last ﬁve years.

TAM FOCUS PORTFOLIO RETURN

TAM ETHICAL PORTFOLIO RETURN

TAM Focus

Cautious 35 / 65

19.13%

TAM Ethical

Cautious 35 / 65

13.74%

TAM Focus

Balanced 50 / 50

28.56%

TAM Ethical

Balanced 50 / 50

20.90%

TAM Focus

Growth 65 / 35

26.31%

TAM Ethical

Growth 65 / 35

23.81%

TAM Focus

Adventurous 85 / 15

31.77%

TAM Ethical

Adventurous 85 / 15

34.60%

Source: TAM Asset Management Ltd. TAM will replicate their existing Focus and Ethical ranges for the Mainstream and Ethical portfolios available through FinchTech. TAM Focus and TAM Ethical portfolio returns shown above for the period 1st July 2014 to 30th June 2019 net of TAM fees. Past performance is not a guide to future returns and the value of investments and the income from it, may go down as well as up and may fall below the amount initially invested.

Actively Managed Diversified Investments

All portfolios opened through FinchTech will be managed by TAM's award winning team of experienced investment managers, dedicated to making fully transparent, diversified investment portfolios accessible to all. As a discretionary investment manager, TAM have the flexibility, depth of knowledge and understanding needed to quickly respond to ever-changing market and regulatory conditions. TAM's investment team use diversification across asset class, geographical focus and underlying funds to spread risk and exposure. They aim to avoid the most volatile markets using active portfolio management to focus on core strategic investments in order to generate positive gains, so you can rest assured that clients' wealth is in capable hands.

Source: TAM Asset Management Ltd. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines, so the above asset allocation is intended as a guide only.

Are you an FCA regulated financial adviser in the UK that wants to know how FinchTech can help you service your dormant client back book and/or previously uneconomic clients? Get in touch now!

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